Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyson? Claim Your ProfileAlyson Melinda McDonald is an investment advisor representative with Dimensional Fund Advisors LP. Alyson has been working in the securities industry since December 2003. She is registered in Texas as a broker and an investment advisor representative. Alyson is also licensed to sell securities in California. She holds Series 63, 66, 7, and 24 securities licenses. Alyson has been with Dimensional Fund Advisors since 2011. She works with a variety of clients including individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/09/2012 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
PA
09/16/2004 - 04/08/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NJ
06/10/2004 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
09/09/2002 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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